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BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808File 801-57468
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.81B
Top 10% of cohort (national)
Discretionary AUM
$17.97B
Non-discretionary $839.6M
Clients
1,102
1,102 accounts
Employees
140
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 13, 2000
- Principal office
- 1301 EAST 9TH STREET, SUITE 2900, CLEVELAND, OH, 44114-3179
- Phone
- 216-771-3450
- Website
- HTTP://WWW.BOYDWATTERSON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.81B
- Discretionary AUM
- $17.97B
- Non-discretionary AUM
- $839.6M
- Discretionary accounts
- 1,096
- Non-discretionary accounts
- 6
- Total accounts
- 1,102
- AUM per client
- $17.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 116 | $1.43B |
| Insurance companies | 27 | $439.4M |
| Investment companies | 4 | $666.6M |
| Charitable organizations | 96 | $1.98B |
| High net worth individuals | 208 | $287.2M |
| Pooled investment vehicles | 9 | $10.04B |
| Pension and profit sharing plans | 140 | $2.11B |
| State or municipal government entities | 40 | $1.60B |
| Individuals (other than high net worth individuals) | 462 | $263.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.